---
schema_version: "1"
id: 9cd4673942ea4d3f8968df85ca74349f2f89963277ec32bb47393f4e1f0cad3f
title: Deploy the Agentforce Chat Widget to the Tax Portal
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/aps_tr_deploy_chat_widget.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.aps_tr_deploy_chat_widget.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: eb510a0d04fa12faf0667e5b58c40699bad82017347d00f5cf7d7d92b9595575
description: Create an Enhanced Chat channel routed to the Tax Advocate agent, deploy it as an embedded service. Then connect it to the taxpayer portal in Experience Builder.
products:
  - Public Sector
release: "264"
---
# Deploy the Agentforce Chat Widget to the Tax Portal

Create an Enhanced Chat channel routed to the Tax Advocate agent, deploy it as an embedded service. Then connect it to the taxpayer portal in Experience Builder.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=ind.psc_supported_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the editions, user interfaces, and add-ons that support Public Sector.">View supported product editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d89006e60">User Permissions
              Needed</th>
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        </thead>
        <tbody>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d89006e60 ">To create and manage Experience Cloud sites:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d89006e60 ">Create and Manage Experiences AND Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d89006e60 ">To configure messaging channels and deployments:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d89006e60 ">Customize Application AND Manage Messaging</td>

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      </table>

Before you deploy the chat widget, set up the Tax and Revenue agent and create the taxpayer portal site. See [Set Up the Tax Advocate Agent](https://help.salesforce.com/s/articleView?id=ind.aps_tr_set_up_agentforce_agent.htm&release=264.0.0&type=5 "Turn on Einstein, Agentforce, and Tax Advocate Community Users. Then create an Agentforce service agent user, or use an existing one, from the Public Sector Tax and Revenue template.") and [Create the Taxpayer Portal Site](https://help.salesforce.com/s/articleView?id=ind.aps_tr_configure_taxpayer_portal.htm&release=264.0.0&type=5 "Create an Experience Cloud site by using the Public Sector Tax and Revenue Portal template.").

1. Create a fallback queue for conversations the agent can't resolve.
    1. From Setup, in the Quick Find box, enter Queues, and then select **Queues**.
    2. Click **New**.
    3. Enter a **Label** such as Tax Revenue Support Queue and a **Queue Name** such as Tax\_Revenue\_Support\_Queue.
    4. Under **Supported Objects**, add **Case**, **Messaging Session**, **Messaging User**, and **Agent Work**.
    5. Under **Queue Members**, add the human agents who handle escalated taxpayer conversations. Don't add accounts, such as a Bot User or EinsteinServiceAgent User. Don't add an unnamed placeholder or test user as they aren't valid recipients for fallback work. Then click **Save**.
2. Create the messaging channel.
    1. From Setup, in the Quick Find box, enter Messaging Settings, and then select **Messaging Settings**.
    2. Click **New Channel**, and then select **Enhanced Chat**.
    3. Enter a **Channel Name** such as Tax Revenue Portal Chat and a **Developer Name** such as Tax\_Revenue\_Portal\_Chat.
    4. Set **Deployment Type** to **Web**.
    5. In the **Domain** field, enter the host domain URL of your taxpayer portal site. For example, orgfarm-xxxxxxx.test1.my.pc-rnd.site.com.
        
        Enter the host name only. Don't include a path prefix such as `/taxportal`.
    6. To find your host name URL, in Setup, enter Digital Experiences, and then select **All Sites**. Copy the domain URL shown for your site.
3. Configure channel routing to send conversations directly to the Agentforce agent.
    1. On the messaging channel record, set Omni-Channel Routing Type to **Agentforce Service Agent**.
    2. For **Agentforce Service Agent**, select your Tax and Revenue agent.
    3. For **Fallback Queue**, select the queue you created in step 1, and then save and activate the channel.
    4. Select **Add User Verification**. You also need to enable user verification on your site in Experience Builder.
4. Create the embedded service deployment.
    1. From Setup, in the Quick Find box, enter Embedded Service Deployments, and then select **Embedded Service Deployments**.
    2. Click **New Deployment**, and then select **Enhanced Chat** and then **Web**.
    3. Click **Next**.
    4. Enter a **Deployment Name** such as Tax Revenue Enanched Chat Deployment and a **Developer Name** such as Tax\_Revenue\_Enhanced\_Chat\_Deployment.
    5. For Messaging Channel, select the channel you created in step 2.
    6. Configure branding, pre-chat fields, and business hours as needed, and then click **Publish**.
5. Add the chat widget to the taxpayer portal site.
    1. From Setup, enter Digital Experiences, and then select **All Sites**.
    2. To open your taxpayer portal site in Experience Builder, click **Builder** next to the site name.
    3. Drag the **Embedded Messaging** component on to the Home page or Tax Center page.
    4. Click the component to open the properties panel. For Embedded Web Deployment, select the deployment you created in step 4.
    5. Select **Add credential-based user verification**.
    6. Click **Publish**.